Uploading Contact List From Files

If you use Microsoft Excel (XLS, XLSX) or Text (CSV, TXT) files to store contact lists, you can easily upload all contacts from these files into DirectIQ. To do this open the Add Contact page using one of two ways.

1. Go to Contacts -> Overview and click Add Contacts in the right upper corner.

2. Go to Contacts -> Add Contact.

Then select the first tab Upload List.

Step 1

In order to select files to upload, click on the large rectangle in the middle of the page or use drag and drop.

Important! Before uploading, check that the file format meets the system requirements. Read more about Accepted File Formats For Uploading Contacts.

Step 2

After uploading the file, you need to match the column name with loaded data. Read more about Matching fields in the list import.

Step 3

Next, select the list to which new contacts will be added. You can create a new list by entering its name in the text box on the left side of the page or select an already existed one on the right side of the page to add contacts. After selecting the list click Save and Finish.

After creating contacts, a banner with a successful message will appear and the My Lists page will be opened.

NOTE: During the upload process, all duplicate and invalid email addresses (such as those containing typos and syntax errors) are automatically eliminated.

See also:
Adding A Single Contact

Adding Contacts Using Copy And Paste

Accepted File Formats For Uploading Contacts

Matching Fields In The List Import